See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $310,116 | $197,591+56.9% | $177,821+74.4% | $158,922+95.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.10% | 58.76%-38.7pp | 48.32%-28.2pp | 302.83%-282.7pp |
| Employer contribution / active EE | $20,106 | $6,697+200.2% | $5,918+239.7% | $4,761+322.3% |
| Participant deferral / active EE | $7,219 | $8,405-14.1% | $7,714-6.4% | $5,982+20.7% |
| Admin fee / account holder | $2,616 | $15,399-83.0% | $12,427-78.9% | $11,246-76.7% |